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Trending Articles
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Optimism Ahead of Autumn Budget | Tax-Efficient Investment Magazine Issue 1 | October 2025
Tax-Efficient Investment, Tax-Efficient Investment Magazine
Hello and welcome to the very first issue of our Tax-Efficient Investment (TEI) Magazine! You may have seen that we rece…
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The case for smarter mortgage advice | M&PI 21 | October 2025
Mortgage & Property Investment Magazine
Turning a new leaf in mortgage and property insight As autumn makes its arrival and the leaves begin to turn, this month…
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How Aviva’s new guaranteed fixed term income plan reflects modern retirement needs
In the following analysis, Claire Reed, Director of Individual Annuities at Aviva, explores how the insurer’s new Guaran…
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Gap between dream retirement age vs. expectation widens to 5 years: hopes of retiring at 62 fade as expectation shifts to 67
The Retirement Expectation Gap – the gap between when Brits want to retire and when they actually think they will be abl…
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YouGov poll ahead of November Budget shows over half of the British public want complete abolition of IHT
A YouGov poll commissioned by law firm Kingsley Napley shows 54% – over half of the British public – now want a complete…
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Chancellor Rachel Reeves’ fiscal rules challenge: Three scenarios we could see in the Autumn Budget
Despite efforts to restore credibility, the UK’s fiscal framework is struggling to convince markets. With growth slowing…
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HMRC’s “big data” tax investigation system brings in extra £4.6bn tax in 2024/5 says Pinsent Masons as tax payers face ‘far greater scrutiny’
HMRC’s big data tax investigation system “Connect” has delivered a £4.6bn boost to the Treasury in the past year, a 35%…
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In a ”late-cycle” macro environment, stay risk-on but build diversification: Aberdeen Q4 House View
Aberdeen, the specialist asset manager, has issued its latest quarterly ‘House View’ on the macro-economy and investment…
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Podcast #143: How advisers can help clients avoid a retirement income shortfall with Gill Millen, Managing Director at Bowmore Financial Planning
This week on IFA Talk, Matt Williams and Jenny Hunter are joined by Gill Millen, Managing Director at Bowmore Financial…
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Analysis reveals record-breaking private markets funds set for 70% growth by 2030
Global value of private assets held in funds has increased 9.6% this year to an all-time high of $14.05 trillion. Ocoria…
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Entries open for 2025 CII New Generation Programme
The Chartered Insurance Institute (CII) 2025 New Generation Programme is now open for entries, offering 50 up and coming professionals from across…
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intelliflo announces the launch of new advice solutions: intelliflo IQ and intelliflo video
intelliflo has announced today, in Nick Eatock’s plenary session at its annual customer conference, that ‘intelliflo innovate’, has launched of two powerful…
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UK labour market shows signs of cooling as unemployment ticks up and pay growth slows: industry reaction
New data released by the Office for National Statistics (ONS) this morning offers fresh evidence that the UK economy is beginning to…
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Royal London strengthens its protection team with appointment of Setul Mehta
Royal London has appointed Setul Mehta as it continues to build out its protection proposition team. Mehta brings a wealth of experience…
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Suffolk Building Society relaxes criteria for a trio of borrower types: foreign nationals, expats, and downsizers
From today, Suffolk Building Society is relaxing its criteria for foreign nationals, expat borrowers, and those who intend to downsize in the…
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Government reveals ‘convoluted’ Winter Fuel U-turn as 7.5 million more pensioners set to receive payment – industry reaction and what advisers need to know
The government has revealed that from Winter 2025, all pensioners will receive the Winter Fuel Payment worth up to £300, but it…
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New means-tested winter fuel payment rules revealed by Government
As had been widely trailed by the Government in recent weeks, today came the news as to what has been decided. Everyone…
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IFS: Expanding eligibility for the winter fuel payment
A new Institute of Fiscal Studies (IFS) briefing has been published which considers the options for how to expand entitlement to winter…
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My Money Week is underway – a laudable national activity week for schools to boost financial education
My Money Week is happening this week – a national initiative that helps children and young people (ages 3 to 19) develop…
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Fixed bond cuts endure, putting strain on savers finds Moneyfacts
As the top one-year fixed bond has seen its largest cut since September 2024, advisers and savers are urgently encouraged to review…
